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Livermore
Livermore
ZHEN

Drexel Morgan & Co.

SEC CIK
0001508512
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Drexel Morgan & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
27,886
Value
$29.7M
% of portfolio
4.1%
Quarters held
22
Since Q1 2021
Holdings of CAT by Drexel Morgan & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,886$29.7M4.1%00.0%UnchangedHolders
Q1 202627,886$19.8M2.9%00.0%UnchangedHolders
Q4 202527,886$16.0M2.5%00.0%UnchangedHolders
Q3 202527,886$13.3M2.1%00.0%UnchangedHolders
Q2 202527,886$10.8M1.9%00.0%UnchangedHolders
Q1 202527,886$9.20M1.9%00.0%UnchangedHolders
Q4 202427,886$10.1M2.1%00.0%UnchangedHolders
Q3 202427,886$10.9M2.0%00.0%UnchangedHolders
Q2 202427,886$9.29M2.0%00.0%UnchangedHolders
Q1 202427,886$10.2M2.1%+140+0.5%AddedHolders
Q4 202327,746$8.20M1.9%+10,000+56.4%AddedHolders
Q3 202317,746$4.84M1.3%00.0%UnchangedHolders
Q2 202317,746$4.37M1.1%00.0%UnchangedHolders
Q1 202317,746$4.06M1.0%00.0%UnchangedHolders
Q4 202217,746$4.25M0.9%00.0%UnchangedHolders
Q3 202217,746$2.91M0.7%+224+1.3%AddedHolders
Q2 202217,522$3.13M0.9%00.0%UnchangedHolders
Q1 202217,522$3.90M1.1%00.0%UnchangedHolders
Q4 202117,522$3.62M1.0%00.0%UnchangedHolders
Q3 202117,522$3.36M1.1%00.0%UnchangedHolders
Q2 202117,522$3.81M1.1%00.0%UnchangedHolders
Q1 202117,522$4.06M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.